101: Fundamentals

The 101 level is designed for participants with limited or no prior knowledge of or experience with the subject.



1:15 – 2:30 pm Early Afternoon Sessions:
A Governance Tune-Up
Cybersecurity Is More Than Just a Password
Half of What You Know About Your Investment Policy Statement Is Wrong
Hiring and Managing Great Staff
Insights Into Awarding Scholarships
Ramping Up Your Impact: Overcoming Obstacles
What Should I Be Asking My Investment Professionals?
3:00 – 4:15 pm Late Afternoon Sessions:
Building a Mission-Aligned Investment Portfolio: From Concept to Reality
Engaging With Local Media to Increase Impact and Support Democracy
Limited Resources, Unlimited Possibilities
Vision and Purpose: How to Align Board and Staff



10:15 – 11:30 am Morning Sessions:
10 Tips for Filling Out Your Form 990-PF
A Framework for Foundation Investing in a Low-Return Environment
Getting Ready for Evaluation as a Process for Continual Learning
Rural Philanthropy: Realizing Your Community’s Vision for Success
1:45 – 3:00 pm Afternoon Sessions:
Effective Leadership: Lessons From the World of Improv
Self-Dealing and Conflicts of Interest
The Essentials of Donor Advised Funds



8:45 – 10:00 am Early Morning Sessions:
Behavioral Finance: What’s Your Investor Personality?
Raising Your Policy Awareness
Technology for Better Grantmaking
 10:30 – 11:45 am Late Morning Sessions:
Gender Norms: Understanding Their Impact on Your Giving
Let It Go: Streamline Your Application and Reporting
Unique Giving Strategies to Spark Economic Development



Note about 2018 National Conference sessions: Sessions are designated as 101, 201, or 301. Here’s what to expect from each:

101 FundamentalsAssumes participants have limited or no prior knowledge of or experience with the subject

201 ApplicationFocused on building on or enhancing participants’ existing knowledge of a subject through analysis, practice implementation, and/or deeper learning

301 Thought LeadershipEngages participants’ experience/expertise in strategic, innovative, and/or complex subjects